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CVS Health

1,569 hedge funds and large institutions have $54.9B invested in CVS Health in 2018 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 660 increasing their positions, 641 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,569
Holders Change
+23
Holders Change %
+1.49%
% of All Funds
35.97%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
1.1%
New
133
Increased
660
Reduced
641
Closed
94
Calls
$849M
Puts
$857M
Net Calls
-$7.98M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Shares
Change %
NVCHI
1276
New Vernon Capital Holdings II
New Jersey
$301K +$91.1K +1,416 +43%
AssetMark Inc
1277
AssetMark Inc
California
$300K -$76.5K -1,186 -20%
WEC
1278
Winslow Evans & Crocker
Massachusetts
$300K -$9.17K -142 -3%
FWSM
1279
First Wilshire Securities Management
California
$299K
VAM
1280
Visionary Asset Management
Texas
$299K +$2.64K +41 +0.9%
MFG
1281
Merit Financial Group
Georgia
$298K +$1.54K +24 +0.5%
QPWM
1282
Quadrant Private Wealth Management
Pennsylvania
$298K +$298K +4,634 New
TA
1283
Trellis Advisors
Washington
$297K +$297K +4,617 New
NFG
1284
Next Financial Group
Texas
$296K -$88.6K -1,377 -23%
HWA
1285
Heritage Wealth Advisors
Virginia
$295K +$9.7K +150 +3%
SAM
1286
Shamrock Asset Management
Texas
$292K
Kovitz Investment Group Partners
1287
Kovitz Investment Group Partners
Illinois
$292K +$292K +4,530 New
CBT
1288
Capital Bank & Trust
California
$291K -$23.9K -372 -8%
HIC
1289
Holderness Investments Company
North Carolina
$291K +$129 +2 +0%
SCM
1290
Silvant Capital Management
Georgia
$291K +$277K +4,306 +2,041%
LCM
1291
LVM Capital Management
Michigan
$290K
AWM
1292
Aevitas Wealth Management
Massachusetts
$289K +$47.7K +743 +20%
CA
1293
Cynosure Advisors
Utah
$288K -$6.76K -105 -2%
TIA
1294
Trust Investment Advisors
Indiana
$287K +$5.79K +90 +2%
AHC
1295
Adell Harriman & Carpenter
Texas
$286K +$286K +4,445 New
OAM
1296
Occidental Asset Management
California
$286K +$21.1K +328 +8%
MWP
1297
MYCIO Wealth Partners
Pennsylvania
$284K +$64 +1 +0%
HAIM
1298
Hunter Associates Investment Management
Pennsylvania
$282K +$16.1K +250 +6%
BST
1299
Bath Savings Trust
Maine
$281K -$103K -1,600 -27%
SIC
1300
SFE Investment Counsel
California
$280K -$1.11M -17,227 -80%